SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 758 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463,061 | -5.1% | 6,842 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $487,972 | -25.0% | 6,870 | -28.4% | 0.01% | -33.3% |
| Q1 2023 | $650,809 | -32.6% | 9,592 | -34.9% | 0.01% | -36.8% |
| Q4 2022 | $966,164 | +2741.7% | 14,726 | +2497.2% | 0.02% | +1800.0% |
| Q3 2022 | $34,000 | -44.3% | 567 | -41.7% | 0.00% | 0.0% |
| Q2 2022 | $61,000 | -56.1% | 972 | -47.1% | 0.00% | -50.0% |
| Q1 2022 | $139,000 | +202.2% | 1,837 | +224.0% | 0.00% | +100.0% |
| Q4 2021 | $46,000 | +7.0% | 567 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $43,000 | -2.3% | 567 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | +4.8% | 567 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $42,000 | +7.7% | 567 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | -98.4% | 567 | -98.9% | 0.00% | -98.8% |
| Q4 2018 | $2,461,000 | – | 51,350 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 771,194 | $60,361,000 | 23.86% |
| Filbrandt Wealth Management, LLC | 283,420 | $22,183,000 | 12.57% |
| MONEYWISE, INC. | 235,231 | $18,412,000 | 12.57% |
| Newton One Investments LLC | 189,112 | $14,802,000 | 11.75% |
| Legacy Wealth Management, Inc | 1,182,071 | $92,521,000 | 11.60% |
| Northeast Financial Group, Inc. | 200,327 | $15,679,628 | 10.24% |
| Harbor Group, Inc. | 196,498 | $15,380,000 | 10.12% |
| Opal Wealth Advisors, LLC | 135,321 | $10,592,000 | 9.86% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 195,499 | $15,302,000 | 9.40% |
| Northern Capital Management, Inc. | 140,704 | $11,013,000 | 9.36% |